Playbooks & Tools

Risk Management Plan Template
Tools January 1, 2025
Use this template to define how risks associated with the project will be identified, analyzed, and managed.
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Risk Mitigation Checklist
Tools January 1, 2025
A checklist to help you mitigate risks and ensure success on your project.
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Sales Analysis Tool
Tools January 1, 2025
The Sales Analysis Tool can be used to review products/service sales, channel sales, sales by representative, market segments, and sales team goals.
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Sales and Marketing Alignment Tool
Tools January 1, 2025
Use this tool to assess the alignment between your Sales and Marketing functions.
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Sales and Marketing Executive Dashboard
Tools January 1, 2025
A dashboard to collect, analyze, and communicate KPIs and metrics for sales and marketing.
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Sales Call Reporting Tool
Tools January 1, 2025
Use this tool to report sales call results.
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Sales Communication Maturity Model
Tools January 1, 2025
Our Sales Communication Maturity Model was designed to help organizations by providing a road-map for improving their Sales Communication efforts and capabilities.
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Sales Communication Metrics Dashboard
Tools January 1, 2025
Use this tool to define, track, and report on your key sales communication performance metrics.
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Sales Communication Solution Study
Tools January 1, 2025
Our Sales Communication Solution Study covers one of the six categories presented in our Sales Enablement Best Practices Report.
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Sales Communication Strategy Scorecard
Tools January 1, 2025
A template to document your sales communication objectives, initiatives, measures, and targets for the next 12-18 months.
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Sales Communication Vendor Matrix
Tools January 1, 2025
Use this matrix to obtain information about key vendors that can help you build your sales communication.
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Sales Compensation Solution Acquisition Best Practices Guide
Tools January 1, 2025
This guide suggests a better process for acquiring an ICM solution. For many companies, sales compensation is the largest component of Sales, General, and Administrative (SG&A) costs. The monthly calculation and payment of variable sales compensation is often an arduous, manual process that must accommodate a number of exceptions and changes: rarely does a sales compensation plan start and end a fiscal year intact.
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Sales Enablement Benchmark Report
Tools January 1, 2025
In August 2013, Demand Metric conducted a benchmarking study that reveals what Sales Enablement does in firms where it's effective, how it's staffed, measured & managed and best practices to improve the effectiveness of your own Sales Enablement function.
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Sales Enablement Budget Template
Tools January 1, 2025
Use this budget template to set and track your Sales Enablement budget.
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Sales Enablement Metrics Dashboard
Tools January 1, 2025
Use this tool to define, track, and report on your key sales enablement performance metrics.
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Sales Enablement Plan Framework
Tools January 1, 2025
Use this sales enablement framework to define the activities required to successfully create, plan, and execute a sales enablement program.
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Sales Enablement Plan Maturity Model
Tools January 1, 2025
Our Sales Enablement Maturity Model was designed to help organizations with a roadmap for improving their sales enablement capabilities.
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Sales Enablement Plan Playbook
Playbooks January 1, 2025
Use this step-by-step playbook and set of 47 premium tools and templates to create a comprehensive sales enablement plan.
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Sales Enablement Readiness Assessment
Tools January 1, 2025
Use this tool to help you measure your organization's readiness for a Sales Enablement initiative.
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Sales Enablement RFP Template
Tools January 1, 2025
A template to create an request for proposal (RFP) for a sales enablement system.
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